WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.3M
3
+$551K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$395K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$338K

Top Sells

1
+$563K
2
+$519K
3
+$450K
4
OC icon
Owens Corning
OC
+$397K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$318K

Sector Composition

1 Financials 6.3%
2 Technology 5.55%
3 Consumer Discretionary 5.52%
4 Communication Services 4.85%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.1%
+645
127
$174K 0.09%
+11,535
128
$116K 0.06%
+11,539
129
$97K 0.05%
+11,700
130
$92K 0.05%
+12,478
131
$8K ﹤0.01%
+23,410
132
– –
-1,726
133
– –
-7,114
134
– –
-1,888
135
– –
-3,134
2 3 4 5
6